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How do I filter and adjust my reports' results?
How do I filter and adjust my reports' results?

Apply filters to your reports to adjust the information displayed displayed

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

Applies to: All (Users, Managers, & Admins)

Setting the date range

From within any report, you're able to adjust the period of time over which you want to see results by using the Date Range drop-down menu. By default, this range will be month-to-date, but you can click to adjust it either using preset timelines or by selecting dates on a calendar.

Step 3 screenshot

Setting the interval (messaging reports only)

For messaging reports, you can also choose an interval (daily, weekly, monthly) within that timeframe to see how message volume changes. For example, the image is below is broken down by day, whereas a monthly breakdown would show only one column.

Step 2 screenshot

Grouping By (message reports only)

"Group by" also lets you adjust your bar graph to show different buckets together. Within an interval, you can display how many messages fit into each of the following buckets:

Step 1 screenshot

Filtering reports

Each report also offers the ability to filter through the Filter button. You can layer one or more filters together to get your desired results.

1. Click the Filter button on your report

Step 4 screenshot

2. Click the desired filter from the menu on the right

Step 5 screenshot

Check out a video of how to apply filters and learn more about Endear reports here.

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